JP Morgan Private Wealth Advisors’s Callaway Golf Company CALY Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$295K	Sell	21,351 -41,535	-66%	-$729K	﹤0.01%	1483
2023 Q2	$1.25M	Sell	62,886 -78,049	-55%	-$1.56M	0.01%	702
2023 Q1	$3.05M	Buy	140,935 +25,189	+22%	+$571K	0.01%	738
2022 Q4	$2.29M	Buy	115,746 +104,481	+927%	+$2.06M	0.01%	796
2022 Q3	$217K	Sell	11,265 -76	-0.7%	-$1.68K	﹤0.01%	1777
2022 Q2	$231K	Sell	11,341 -1,418	-11%	-$30.5K	﹤0.01%	1772
2022 Q1	$299K	Buy	12,759 +512	+4%	+$12.4K	﹤0.01%	1748
2021 Q4	$336K	Sell	12,247 -21,111	-63%	-$586K	﹤0.01%	1703
2021 Q3	$922K	Buy	33,358 +6,426	+24%	+$195K	﹤0.01%	1252
2021 Q2	$908K	Buy	+26,932	New	+$866K	﹤0.01%	1239

Other funds holding CALY

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CALY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Callaway Golf Company (CALY) stake by 66% in Q3 2023, selling an estimated $729K and leaving 21,351 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

JP Morgan Private Wealth Advisors first reported a position in CALY in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.05M in Q1 2023. 317 funds tracked by Wall St. Rank hold CALY as of Q3 2023.

JP Morgan Private Wealth Advisors held 21,351 shares of Callaway Golf Company worth $295K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 41,535 Callaway Golf Company shares in Q3 2023, an estimated $729K.
Callaway Golf Company made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1483 holding.
JP Morgan Private Wealth Advisors first reported a position in Callaway Golf Company in Q2 2021 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's Callaway Golf Company position peaked at $3.05M in Q1 2023.
317 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.